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TCW Flexible Income ETF (FLXR) Institutional Ownership

$39.91 +0.02 (+0.05%)
Closing price 10/24/2025 04:10 PM Eastern
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$39.89 -0.02 (-0.05%)
As of 10/24/2025 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for TCW Flexible Income ETF (NYSEARCA:FLXR)

Number of
Institutional Buyers
(last 12 months)
86
Total
Institutional Inflows
(last 12 months)
$616.80M
Number of
Institutional Sellers
(last 12 months)
18
Total
Institutional Outflows
(last 12 months)
$17.95M
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FLXR Institutional Buying and Selling by Quarter

TCW Flexible Income ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/24/2025Morton Capital Management LLC CA1,471,823$58.58M9.6%+7.1%2.899%
10/24/2025Pasadena Private Wealth LLC338,533$13.47M1.9%+22.7%0.667%
10/23/2025 Etesian Wealth Advisors Inc.69,657$2.77M0.9%+588.0%0.137%
10/23/2025 Bridgewealth Advisory Group LLC12,330$491K0.1%-23.8%0.024%
10/23/2025 Park Avenue Securities LLC13,139$523K0.0%+46.8%0.026%
10/22/2025 Geneos Wealth Management Inc.9,231$367K0.0%-31.9%0.018%
10/22/2025 D.A. Davidson & CO.65,684$2.61M0.0%N/A0.129%
10/21/2025 Global Retirement Partners LLC11,996$477K0.0%+11.8%0.024%
10/21/2025 Brookwood Investment Group LLC434,273$17.28M2.2%+187.4%0.869%
10/21/2025 First Pacific Financial1,938,278$77.14M10.7%+3.0%3.880%
10/21/2025 Tectonic Advisors LLC588,747$23.43M1.3%+4.2%1.179%
10/21/2025 White & Co Financial Planning Inc231,992$9.23M7.0%+6.0%0.464%
10/20/2025 Weaver Capital Management LLC465,091$18.51M4.0%+13.4%0.931%
10/17/2025 Apollon Financial LLC31,715$1.26M0.2%+29.3%0.064%
10/15/2025 CWM LLC202,058$8.04M0.0%+233.4%0.407%
10/14/2025 Exchange Traded Concepts LLC474,029$18.87M0.2%-1.7%0.979%
10/9/2025 Peak Financial Management Inc.199,231$7.93M2.1%+60.0%0.419%
10/9/2025 Dynamic Advisor Solutions LLC12,269$488K0.0%+18.4%0.026%
10/8/2025 Peak Financial Advisors LLC625,320$24.89M11.9%+14.3%1.314%
10/7/2025 Cooper Financial Group11,665$464K0.1%-8.7%0.025%
9/4/2025Osaic Holdings Inc.156,546$6.18M0.0%-24.2%0.422%
8/26/2025Nautilus Advisors LLC7,055$278K0.2%-15.5%0.019%
8/19/2025Advisory Services Network LLC21,516$849K0.0%+4.1%0.058%
8/18/2025 Geneos Wealth Management Inc.13,564$535K0.0%+3,678.3%0.037%
8/15/2025Captrust Financial Advisors4,268,785$168.40M0.4%+5.0%11.494%
8/15/2025MML Investors Services LLC61,758$2.44M0.0%+43.5%0.166%
8/15/2025Bank of America Corp DE2,594,650$102.36M0.0%+142.2%6.986%
8/14/2025Jane Street Group LLC102,946$4.06M0.0%+135.0%0.277%
8/14/2025Ausdal Financial Partners Inc.231,877$9.15M0.6%N/A0.624%
8/14/2025Raymond James Financial Inc.322,130$12.71M0.0%+5,541.5%0.867%
8/14/2025Napa Wealth Management24,632$972K0.5%+20.2%0.066%
8/14/2025Tandem Financial LLC51,934$2.05M1.9%+18.0%0.140%
8/14/2025Cary Street Partners Financial LLC1,303,769$51.43M1.4%+13.6%3.510%
8/13/2025Cary Street Partners Investment Advisory LLC6,028$238K0.1%+42.4%0.016%
8/13/2025Baird Financial Group Inc.53,099$2.10M0.0%+23.7%0.143%
8/13/2025Wellspring Financial Advisors LLC5,303$209K0.0%N/A0.014%
8/13/2025M&T Bank Corp1,257,737$49.62M0.2%-3.1%3.386%
8/13/2025Northwestern Mutual Wealth Management Co.72,063$2.84M0.0%N/A0.194%
8/12/2025Steward Partners Investment Advisory LLC90,274$3.56M0.0%+25.1%0.243%
8/12/2025 Global Retirement Partners LLC10,731$423K0.0%N/A0.029%
8/11/2025Morling Financial Advisors LLC668,998$26.39M8.6%N/A1.801%
8/11/2025Capital Square LLC36,934$1.45M0.8%+147.0%0.099%
8/8/2025Thoroughbred Financial Services LLC5,075$200K0.0%-60.7%0.014%
8/8/2025Cetera Investment Advisers79,532$3.14M0.0%+133.3%0.214%
8/8/2025Francis Financial Inc.757,595$29.89M6.9%+64.9%2.040%
8/8/2025PNC Financial Services Group Inc.2,294$91K0.0%+67.8%0.006%
8/7/2025Fagan Associates Inc.242,581$9.57M1.5%N/A0.653%
8/6/2025AE Wealth Management LLC3,236$128K0.0%+13.1%0.009%
8/6/2025 Rovin Capital UT ADV36,372$1.44M0.4%+6.8%0.098%
8/5/2025Beckerman Institutional LLC96,235$3.80M2.5%+88.2%0.259%
8/5/2025Tsfg LLC100,550$3.97M0.7%N/A0.271%
8/4/2025 Bridgewealth Advisory Group LLC16,173$638K0.2%+48.0%0.044%
8/4/2025Mesirow Financial Investment Management Inc.41,724$1.65M0.0%+183.3%0.112%
8/4/2025Atria Investments Inc7,140$282K0.0%N/A0.019%
8/1/2025 Brookwood Investment Group LLC151,115$5.96M1.0%N/A0.410%
8/1/2025Pasadena Private Wealth LLC275,976$10.89M1.9%+21.0%0.748%
8/1/2025Envestnet Asset Management Inc.1,044,858$41.22M0.0%+15.6%2.833%
7/31/2025Leelyn Smith LLC62,815$2.48M0.4%-1.6%0.170%
7/31/20253EDGE Asset Management LP139,441$5.50M0.3%+1.4%0.378%
7/31/2025CAP Partners LLC19,881$784K0.5%+7.0%0.054%
7/30/2025KPP Advisory Services LLC36,184$1.43M0.2%N/A0.099%
7/28/2025WJ Wealth Management LLC226,595$8.94M2.8%+52.0%0.620%
7/28/2025Lunt Capital Management Inc.123,749$4.88M1.9%N/A0.338%
7/28/2025Axxcess Wealth Management LLC22,446$885K0.0%N/A0.061%
7/25/2025Envestnet Portfolio Solutions Inc.89,321$3.52M0.0%+10.2%0.245%
7/25/2025Concord Asset Management LLC VA15,846$625K0.1%N/A0.043%
7/25/2025 CWM LLC60,601$2.39M0.0%N/A0.166%
7/25/2025Concurrent Investment Advisors LLC6,810$269K0.0%N/A0.019%
7/25/2025 Apollon Financial LLC24,535$968K0.2%+328.9%0.067%
7/24/2025 Etesian Wealth Advisors Inc.10,125$399K0.1%N/A0.028%
7/24/2025 Weaver Capital Management LLC410,194$16.18M4.0%+6.4%1.130%
7/23/2025 Tectonic Advisors LLC564,993$22.29M1.3%+8.3%1.557%
7/23/2025 Peak Financial Management Inc.124,526$4.91M1.4%N/A0.343%
7/23/2025Morton Capital Management LLC CA1,373,849$54.20M9.6%+5.4%3.786%
7/23/2025Bellevue Asset Management LLC102,568$4.05M2.0%N/A0.283%
7/18/2025 First Pacific Financial1,881,546$74.23M10.9%N/A5.195%
7/14/2025 Park Avenue Securities LLC8,950$353K0.0%N/A0.025%
7/11/2025 Silver Oak Securities Incorporated45,946$1.81M0.1%N/A0.132%
7/10/2025 Exchange Traded Concepts LLC482,101$19.02M0.2%-7.7%1.382%
7/10/2025Wealth Enhancement Advisory Services LLC26,846$1.06M0.0%-6.6%0.077%
7/8/2025Parallel Advisors LLC7,186$283K0.0%N/A0.021%
7/7/2025 Peak Financial Advisors LLC547,259$21.59M11.1%+267.3%1.600%
5/19/2025Jane Street Group LLC43,800$1.72M0.0%+25.5%0.000%
5/15/2025Royal Bank of Canada8,123$318K0.0%-71.3%0.000%
5/15/2025Baird Financial Group Inc.42,937$1.68M0.0%N/A0.000%
5/14/2025Napa Wealth Management20,493$803K0.5%-3.5%0.000%
5/13/2025Francis Financial Inc.459,505$18.00M4.4%N/A0.000%
5/13/2025Bridgewealth Advisory Group LLC10,925$428K0.6%+54.0%0.000%
5/12/2025Cooper Financial Group12,800$501K0.1%+10.1%0.000%
5/9/2025Cary Street Partners Investment Advisory LLC4,232$166K0.1%N/A0.000%
5/9/2025Cary Street Partners Financial LLC1,147,345$44.94M1.4%+33.5%0.000%
5/9/2025Thoroughbred Financial Services LLC12,909$505K0.0%-6.4%0.000%
5/9/2025Argent Trust Co27,203$1.07M0.0%N/A0.000%
5/9/2025PNC Financial Services Group Inc.1,367$54K0.0%+125.2%0.000%
5/8/2025Pasadena Private Wealth LLC228,152$8.94M1.7%+1.8%0.000%
5/8/2025CAP Partners LLC18,581$728K0.5%+17.9%0.000%
5/8/2025Tandem Financial LLC44,007$1.72M1.9%+6.7%0.000%
5/8/2025Mesirow Financial Investment Management Inc.14,728$577K0.0%N/A0.000%
5/8/2025Arkadios Wealth Advisors15,641$613K0.0%-2.2%0.000%
5/7/2025Frontier Asset Management LLC52,672$2.06M0.6%+150.4%0.000%
(Data available from 1/1/2016 forward)

FLXR Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of FLXR shares?

During the previous two years, 94 institutional investors and hedge funds held shares of TCW Flexible Income ETF. The most heavily invested institutionals were Captrust Financial Advisors ($168.40M), Bank of America Corp DE ($102.36M), First Pacific Financial ($77.14M), Morton Capital Management LLC CA ($58.58M), Cary Street Partners Financial LLC ($51.43M), M&T Bank Corp ($49.62M), and LPL Financial LLC ($41.28M).Learn more on TCW Flexible Income ETF's institutional investors.

Which institutional investors have been buying TCW Flexible Income ETF's stock?

Of the 90 institutional investors that purchased TCW Flexible Income ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: First Pacific Financial ($1.94M), Envestnet Asset Management Inc. ($1.60M), Bank of America Corp DE ($1.58M), Cary Street Partners Financial LLC ($1.30M), LPL Financial LLC ($766.21K), Francis Financial Inc. ($757.60K), and Morling Financial Advisors LLC ($669.00K).

How much institutional buying is happening at TCW Flexible Income ETF?

Institutional investors have bought a total of 15,707,307 shares in the last 24 months. This purchase volume represents approximately $616.80M in transactions.

Which of TCW Flexible Income ETF's major shareholders have been selling company stock?

Of the 18 institutional investors that sold TCW Flexible Income ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Exchange Traded Concepts LLC ($153.73K), M&T Bank Corp ($89.06K), JPMorgan Chase & Co. ($72.02K), Osaic Holdings Inc. ($49.98K), Cetera Investment Advisers ($27.27K), Royal Bank of Canada ($20.18K), and Frontier Asset Management LLC ($20.07K).

How much institutional selling is happening at TCW Flexible Income ETF?

Institutional investors have sold a total of 459,023 shares in the last 24 months. This volume of shares sold represents approximately $17.95M in transactions.


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This page (NYSEARCA:FLXR) was last updated on 10/25/2025 by MarketBeat.com Staff
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